See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,414 | $100,754-65.8% | $86,677-60.3% | $134,475-74.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,995 | $3,489-14.2% | $2,836+5.6% | $4,740-36.8% |
| Participant deferral / active EE | $8,166 | $5,338+53.0% | $4,656+75.4% | $6,400+27.6% |
| Admin fee / account holder | $6,626 | $10,926-39.4% | $7,493-11.6% | $11,426-42.0% |